Contractor Surety Bond Check List
In order to make underwriting decisions, we need the following documents:
Contractor Questionnaire (downloadable form)
Current Work-On-Hand Schedule (downloadable form)
Bank Reference Letter (downloadable form)
Work In Progress Report (downloadable form)
Resumes of Key Personnel
Current Personal Financial Statement of All Owners
Last Two Fiscal Year-End Company Financial Statements (Include Income Statement & Balance Sheet and supporting schedules prepared on a Percentage of Completion Accrual Basis)
Last Two Years Federal Income Tax Returns
Insurance
Certificate if not insured via this agency
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